Avantis Responsible US Equity ETFAVSU
AVSU
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
200% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 3 (+2) [Q4]
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
16% more funds holding
Funds holding: 51 [Q3] → 59 (+8) [Q4]
15% more capital invested
Capital invested by funds: $121M [Q3] → $139M (+$18.3M) [Q4]
2.96% more ownership
Funds ownership: 40.02% [Q3] → 42.98% (+2.96%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for AVSU.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
AVSU: Solid Value-Leaning ETF For ESG Conscious Investors
Avantis Responsible U.S. Equity ETF is a broad market ESG-focused fund offered by Avantis Investors. Its expense ratio is cheap at 0.15% and the ETF has $300 million in assets under management. Avantis takes an exclusions-based approach to portfolio management, excluding companies with significant revenue derived from oil and gas, civilian firearms, nuclear weapons, palm oil production, tobacco, and gambling, among others. As is typical for the firm, AVSU also offers investors an attractive 15.44x forward P/E ratio, which represents a 16% discount compared to its Russell 3000 Index benchmark.
Positive
ETF Trends
1 year ago
Merge Returns and ESG in Active ESG ETF AVSU
It's hard to ignore that ESG has taken some hits over the last few years. Frothy returns from tech names following geopolitical and bank-related tumult have, to some degree, overshadowed ESG narratives.
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